Lionguard Opportunity Fund Webinar Recording

150 150 Enoch Wealth Management

Lionguard Opportunity Fund Webinar Recording

About

LionGuard is a specialized investment management company with expertise on small- and medium-capitalization North American equities. Their unique investment solutions benefit from detailed fundamental research and analysis on a market segment with numerous inefficiencies. They are proud to serve a sophisticated clientele of institutional investors, family offices, funds of funds, investment advisors and select high net worth individuals.

Investment Process

Their investment process includes the following steps:

1. Fundamental research & analysis

Conduct detailed fundamental research and analysis on companies before they are included in the portfolio.

2. Calculation of intrinsic value

With the help of in-house financial models, they compute the intrinsic value of the business.

3. Risk management analysis

Identify and quantify risks that have an impact on the intrinsic value of the business.

4. Portfolio construction considerations

Build our portfolio using a bottom-up stock selection approach by adding one company at a time.

5. Monitoring, re-balancing, exiting

Monitor all positions in the portfolio and incorporate all relevant new information in their analysis and decision making.

LionGuard Opportunities Fund

LionGuard Opportunities Fund has the objective to achieve long-term growth of capital through disciplined investing across North American equities. The Fund invests on a long/short basis and intends to achieve positive absolute returns with low correlation to equity markets.

Lionguard Opportunity Fund Webinar Recording

About

LionGuard is a specialized investment management company with expertise on small- and medium-capitalization North American equities. Their unique investment solutions benefit from detailed fundamental research and analysis on a market segment with numerous inefficiencies. They are proud to serve a sophisticated clientele of institutional investors, family offices, funds of funds, investment advisors and select high net worth individuals.

Investment Process

Their investment process includes the following steps:

1. Fundamental research & analysis

Conduct detailed fundamental research and analysis on companies before they are included in the portfolio.

2. Calculation of intrinsic value

With the help of in-house financial models, they compute the intrinsic value of the business.

3. Risk management analysis

Identify and quantify risks that have an impact on the intrinsic value of the business.

4. Portfolio construction considerations

Build our portfolio using a bottom-up stock selection approach by adding one company at a time.

5. Monitoring, re-balancing, exiting

Monitor all positions in the portfolio and incorporate all relevant new information in their analysis and decision making.

LionGuard Opportunities Fund

LionGuard Opportunities Fund has the objective to achieve long-term growth of capital through disciplined investing across North American equities. The Fund invests on a long/short basis and intends to achieve positive absolute returns with low correlation to equity markets.